Elevation Point Wealth Partners LLC Raises Stake in Marsh & McLennan Companies, Inc. $MRSH

Posted by Brian Himes on Jul 4th, 2026

Elevation Point Wealth Partners LLC increased its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 640.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 32,836 shares of the financial services provider’s stock after acquiring an additional 28,404 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Marsh & McLennan Companies were worth $5,695,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the business. Solstein Capital LLC purchased a new stake in shares of Marsh & McLennan Companies in the fourth quarter valued at $25,000. SHP Wealth Management acquired a new stake in Marsh & McLennan Companies in the 4th quarter worth about $26,000. KERR FINANCIAL PLANNING Corp purchased a new stake in Marsh & McLennan Companies in the 4th quarter valued at about $27,000. Golden State Wealth Management LLC purchased a new stake in Marsh & McLennan Companies in the 4th quarter valued at about $27,000. Finally, Atlas Capital Advisors Inc. acquired a new position in shares of Marsh & McLennan Companies during the 4th quarter valued at about $28,000. 87.99% of the stock is currently owned by institutional investors and hedge funds.

Marsh & McLennan Companies Stock Performance

Shares of MRSH opened at $178.13 on Friday. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $216.32. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a market cap of $86.05 billion, a price-to-earnings ratio of 22.27, a P/E/G ratio of 2.60 and a beta of 0.61.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last announced its earnings results on Thursday, April 16th. The financial services provider reported $3.29 EPS for the quarter, beating the consensus estimate of $3.21 by $0.08. The business had revenue of $7.30 billion for the quarter. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The company’s quarterly revenue was up 7.6% on a year-over-year basis. As a group, equities analysts forecast that Marsh & McLennan Companies, Inc. will post 10.38 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the stock. Barclays lowered their target price on shares of Marsh & McLennan Companies from $209.00 to $206.00 and set an “overweight” rating for the company in a report on Wednesday, April 8th. Bank of America cut their price target on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a research note on Tuesday, April 14th. Weiss Ratings cut shares of Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. Mizuho cut their target price on Marsh & McLennan Companies from $199.00 to $193.00 and set a “neutral” rating on the stock in a research report on Monday, April 13th. Finally, Wells Fargo & Company reduced their target price on Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating on the stock in a report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $200.19.

Get Our Latest Research Report on MRSH

Insider Transactions at Marsh & McLennan Companies

In other news, CEO John Q. Doyle sold 16,656 shares of Marsh & McLennan Companies stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the sale, the chief executive officer owned 116,811 shares in the company, valued at $18,889,506.81. This trade represents a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by company insiders.

Marsh & McLennan Companies Company Profile

(Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.